Kelly Eggleston
Calder Financial Group · Ada, Michigan
Kelly Eggleston is a fee-only financial advisor at Calder Financial Group in Ada, Michigan. Kelly charges a one-time planning fee and focuses on retirement planning and tax planning.
Request an introduction to Kelly →
Specialties
Facts
| Firm | Calder Financial Group |
|---|---|
| Based in | Ada, Michigan |
| Fee model | One-time planning fee |
| Assets under management | $297M across 1,831 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7287128 |
| Exams passed | Series 65 (2020) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.wearecalder.com |
How Kelly's firm compares
- Calder Financial Group's average account is about $162,000, from its Form ADV (assets managed divided by 1,831 accounts).
Request an introduction to Kelly
Tell Kelly a little about what you're looking for. Kelly isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kelly
Is Kelly Eggleston a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and Calder Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kelly charge for financial advice?
Kelly charges a one-time planning fee.
Where is Kelly Eggleston based?
Kelly Eggleston is based in Ada, Michigan.
What does Kelly specialize in?
Kelly's specialties include retirement planning and tax planning.
Is Kelly Eggleston registered with the SEC?
Yes. Kelly Eggleston is registered as an investment adviser representative in MI (CRD 7287128), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Calder Financial Group manage?
Calder Financial Group reports $297M across 1,831 accounts in assets under management.
How do I contact Kelly Eggleston?
Through Kelly's website, www.wearecalder.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Calder Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.